Sales Scripts in the Dialer
Sales scripts display on-screen talking points during dialer calls. They keep agents on message, reduce ramp time for new reps, and support dynamic personalization with contact-specific data.
Available on: All dialer types, all Sales Dialer plans.
Creating a Sales Script
- Go to Sales Dialer > Settings > Sales Scripts.
- Click New Script.
- Enter a script name (e.g., "Cold Outreach — SaaS," "Renewal Follow-Up").
- Write your script in the editor. Use headings, bullet points, and short paragraphs for easy scanning during a live call.
- Insert dynamic variables where you want contact-specific data to appear.
- Click Save.
Dynamic Variables
Dynamic variables pull data from the contact record and display personalized information during the call. Insert variables using curly braces.
| Variable | Displays |
|---|---|
{{first_name}} | Contact's first name |
{{last_name}} | Contact's last name |
{{company}} | Contact's company name |
{{phone}} | Contact's phone number |
{{email}} | Contact's email address |
{{custom_field_name}} | Any custom field from your contact data or CRM |
Example script excerpt:
"Hi {{first_name}}, this is [Agent Name] from [Company]. I'm reaching out because {{company}} came up in our research as a strong fit for..."
Variables resolve when the call connects. If a field is empty, the variable displays blank — write your script to flow naturally even if some fields are missing.
Assigning Scripts to Campaigns
- Open a campaign (new or existing).
- In campaign settings, find Sales Script.
- Select a script from your library.
- The script displays on the agent's screen during every call in that campaign.
Each campaign supports one active script. Agents can scroll through the script during the call.
How Agents Use Scripts During Calls
When a call connects, the script panel appears alongside the contact's CRM preview. Agents see:
- The full script with dynamic variables resolved for the current contact.
- Contact details (name, company, phone, prior call history).
- Disposition selector for after the call.
Agents can collapse the script panel if they prefer to freestyle, and re-expand it at any time.
Best Practices
- Keep scripts under 200 words. Agents scan during live calls — brevity wins.
- Structure with clear sections: opener, value prop, qualifying questions, objection handling, close/next steps.
- Use dynamic variables in the opener for immediate personalization.
- Create different scripts for different campaign types (cold outreach, warm follow-up, renewal).
- Review call recordings alongside script usage to identify which scripts produce the best outcomes.